See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,176 | $73,867-37.5% | $143,757-67.9% | $68,494-32.6% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,000 | $3,184-68.6% | $4,951-79.8% | $2,596-61.5% |
| Participant deferral / active EE | $131 | $3,384-96.1% | $5,637-97.7% | $4,027-96.7% |
| Admin fee / account holder | $25 | $5,755-99.6% | $14,673-99.8% | $5,403-99.5% |